Matthew Schell

Merrill Lynch Wealth Management
101 West Ave
Jenkintown, PA 19046
(215) 517.2244
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Changes in life can require changes to your investment approach. Whether it’s a small or significant event, what was right for you at one time may not be right at another time. Your Merrill advisor can offer you the resources, investment choices and strategies — along with access to banking services such as customized lending and credit from Bank of America — that can help you position yourself for the retirement lifestyle you desire.
Matthew Schell
Profile

I am a Senior Financial Advisor and offers holistic goals-based wealth management services to executives at fortune 1000 companies across the country. Prior to engaging in my services, I have a responsibility to understand your entire financial picture before offering financial advice and recommending wealth management vehicles. I also offer advice on how to plan for the unexpected such as income replacement strategies as a result of death or disability, strategies to control who and how much receive your estate upon primary beneficiary death.
Achieving and maintaining the CFP®, CERTIFIED FINANCIAL PLANNER certification, the CRPC, Chartered Retirement Planning Counselor designation, along with the experience gained through over 15 years in the financial services industry, provides me with an advanced level of knowledge and skills to lead you and your family through important financial decisions that goes well beyond traditional investing. The financial decisions you make today will have a dramatic impact on your ability to achieve your goals.
Prior to working in the financial services industry, I attended the University of Pittsburgh, where I received a dual degree in Economics and Finance. I live in North Wales Pennsylvania with my wife, Tiffany, and three children, Sophia, Carson, and Scarlett.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Kelly A Palkovics
Officer, Wealth Management Client Associate
215.517.2261
Michel R Gilbert
Officer, Wealth Management Client Associate
215.517.2266
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Matthew Schell is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV.